ARAM

Ardmore Road Asset Management’s Broadcom AVGO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.1M	Buy	+200,000	New	+$55.1M	4.56%	7
2025 Q1	–	Sell	-81,000	Closed	-$18.8M	–	41
2024 Q4	$18.8M	Sell	81,000 -169,000	-68%	-$39.2M	2.74%	13
2024 Q3	$43.1M	Buy	+250,000	New	+$43.1M	5.56%	3